You can save searches for reuse in business process logs. The searches that you save are available in the logs for you to reuse, and to be used by other users as well if you mark your saved searches as public. By default, the saved searches you create are specific to you, and cannot be accessed by other users. The saved searches that you create are available for your use in all business process logs.
When you mark a saved search as public, that search can be used by other users in all business process logs to which those users have permissions. You can add searches created by other users (and marked as public) to your list of saved searches. Users with View permission on a business process can view the existing saved searches.
To create a saved search
1 | Navigate to a business process log. |
2 | Choose View > Find. |
3 | Enter the search criteria. |
4 | Enter a saved search name. |
5 | Click Save. |
1 | Navigate to a business process log. |
2 | Choose Edit > Saved Searches. The Manage Saved Searches window opens. |
Functionality |
Description |
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Order |
Change the order of saved searches by clicking in an Order field and entering a positive number. |
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Name |
Change the name of a saved search by clicking on a Name and entering a new name. You can rename only the saved searches that you have created. |
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Description |
Enter a description for your saved search (up to 150 characters). You can add a description only for saved searches you have created. |
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Default |
Select the checkbox to make a saved search your default search. This is the search that will display by default in the Filtered by drop-down menu. |
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Public |
Select the checkbox to designate a saved search as public and make it available to other users. You can deselect the checkbox to make the saved search private. By default, the saved searches you create a private, and you must mark them as public to make them available to other users. |
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Owner |
Lists the owner of the saved search, which is usually the creator. |
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Save |
Click to save your changes. All changes occur only when you save them. |
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Public Searches |
Click to access public saved searches created by other users.
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Remove |
Select a search and click Remove to delete a saved search. You can delete only saved searches that you have created. |
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Move Up / Move Down |
Select a saved search and click Move Up or Move down to reorder the searches in your list. |
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Update Order |
Click to preview the revised order of the saved searches. The new ordering is saved when you click the Save button. |
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Close Window |
Click to close the Managed Saved Searches window. |
3 | Click Save. |
To use a saved search
You can use saved searches created by you or other users in business process logs.
1 | Navigate to a business process log. |
2 | Select a saved search from the Filtered by drop-down menu in the toolbar. |
3 | You can cancel the filtering by clicking Cancel Filter. |
The log view is refreshed to list all records after you cancel a filter.
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